On January 8th we hosted our quarterly Macro Themes conference call in which it detailed the THREE MOST IMPORTANT MACRO TRENDS it has identified for 1Q15 and the associated investment implications.
We encourage you to check out the Video Replays for each theme below:
Global #Deflation
#Quad414
Long #Housing?
- To watch the full video replay including Q&A CLICK HERE
- Audio Replay CLICK HERE
- Presentation CLICK HERE
